Employers › Exelon
Recordkeeping fees per participant · Exelon Corporation Employee Savings Plan · plan year 2024
$81.83
Higher than 97% of the 790 plans over $1B that report it.
= $2,126,919 / 25,991
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013111358NAL0001803648001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013111358NAL0001803648001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$85.85
Higher than 86% of the 1,045 plans over $1B that report it.
= $2,231,390 / 25,991
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013111358NAL0001803648001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013111358NAL0001803648001, received 2025-10-13
Administrative expenses per participant
$213.51
Higher than 93% of the 1,076 plans over $1B that report it.
= $5,549,359 / 25,991
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013111358NAL0001803648001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013111358NAL0001803648001, received 2025-10-13
Administrative expenses as a share of assets
0.088%
Higher than 83% of the 1,076 plans over $1B that report it.
= $5,549,359 / $6,312,088,518
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013111358NAL0001803648001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013111358NAL0001803648001, received 2025-10-13
Employer contributions per participant
$4,378
Higher than 60% of the 1,135 plans over $1B that report it.
= $113,781,904 / 25,991
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013111358NAL0001803648001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013111358NAL0001803648001, received 2025-10-13
Employer share of total contributions
31.2%
Higher than 42% of the 1,135 plans over $1B that report it.
= $113,781,904 / $364,705,378
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013111358NAL0001803648001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013111358NAL0001803648001, received 2025-10-13
97.5% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $10,892,271 ($632.59 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Employer match
“Under the fixed company match, Exelon matches 60% of the first 5% of a participant’s eligible pay contributed per pay period, by the employee for a maximum annual fixed company match percentage of 3% of the participant’s eligible pay.”
Form 11-K filed 2026-06-23, for the year ended 2025-12-31 · plan description note, contributions · source document
Eligibility
“Newly hired employees who are eligible to participate but do not make a participation election within 90 days after their date of hire will automatically be enrolled in the Plan as soon as administratively practicable after their 90th day of employment with a pre-tax deferral of 3% of eligible pay per pay period and 1% increase each March 1st, generally beginning with the second calendar year that begins after automatic enrollment first applies to the participant, until the deferral rate reaches 10%.”
Form 11-K filed 2026-06-23, for the year ended 2025-12-31 · plan description note, general (fallback) · source document
Vesting
“Participants are fully vested in their accounts at all times.”
Form 11-K filed 2026-06-23, for the year ended 2025-12-31 · plan description note, vesting · source document
Automatic enrollment
“Newly hired employees who are eligible to participate but do not make a participation election within 90 days after their date of hire will automatically be enrolled in the Plan as soon as administratively practicable after their 90th day of employment with a pre-tax deferral of 3% of eligible pay per pay period and 1% increase each March 1st, generally beginning with the second calendar year that begins after automatic enrollment first applies to the participant, until the deferral rate reaches 10%.”
Form 11-K filed 2026-06-23, for the year ended 2025-12-31 · plan description note, general · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 3F · 3H controlled-group sponsor · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013111358NAL0001803648001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EXELON CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Plan name | EXELON CORPORATION EMPLOYEE SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Sponsor EIN / plan number | 23-2990190 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Industry (business code) | 221100, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Participants, beginning of year | 26,956 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Active participants | 20,243 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Participants, end of year | 26,632 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Participants with an account balance | 25,991 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Total assets, beginning of year | $5,834,008,945 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Total assets, end of year | $6,312,088,518 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Net assets, end of year | $6,312,088,518 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Total income | $1,065,879,444 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Net income | $478,079,573 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Employer contributions | $113,781,904 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Participant contributions | $233,653,107 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $17,270,367 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Total contributions | $364,705,378 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Benefit payments | $582,250,512 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $587,799,871 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Total administrative expenses | $5,549,359 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Recordkeeping fees | $2,126,919 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| IQPA audit fees | $36,467 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Investment advisory and management fees | $3,317,969 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Administrative expenses excluding investment management | $2,231,390 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Held in master trusts | $6,151,413,028 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013111358NAL0001803648001, received 2025-10-13 |
| Independent auditor | MITCHELL & TITUS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013111358NAL0001803648001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013111358NAL0001803648001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FINANCIAL ENGINES | CONSULTANT | 16 Consulting (general) | $3,317,969 | no |
| NORTHWEST PLAN SERVICESrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management | $2,126,919 | no |
| ALIGHT SOLUTIONS LLC | CONSULTANT | 16 Consulting (general) | $68,004 | no |
| MITCHELL & TITUS | AUDITOR | 10 Accounting (including auditing) | $36,467 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013111358NAL0001803648001, received 2025-10-13.
EXC DCRP MASTER TRUST - PRIMARY (EIN 232990190, PN 300): plan interest $5,992,327,138, 100.0% of the trust. The trust's own filing (20251013112029NAL0000529603001, received 2025-10-13) reports net assets $5,992,327,138, administrative expenses $9,986,345, recordkeeping fees $2,463,866, investment management fees $3,475,312 and 20 Schedule C providers.
EXC DCRP MASTER TRUST - REAL ESTATE (EIN 232990190, PN 316): plan interest $159,085,890, 100.0% of the trust. The trust's own filing (20251013112237NAL0001202241001, received 2025-10-13) reports net assets $159,085,890, administrative expenses $905,926, recordkeeping fees not reported, investment management fees $905,926 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | 28 50 51 | $1,300,514 | $1,300,514 |
| NORTHERN TRUST COMPANY | 19 21 51 62 68 | $1,156,283 | $1,156,283 |
| J.P. MORGAN | 27 28 51 | $1,074,276 | $1,074,276 |
| JP MORGAN INVESTMENT MANAGEMENT | 28 51 | $905,926 | $905,926 |
| ACADIAN ASSET MANAGEMENT LLC | 28 51 | $884,921 | $884,921 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 28 51 | $856,231 | $856,231 |
| MACKAY SHIELDS LLC | 28 51 | $579,937 | $579,937 |
| BLACKROCK INSTITUTIONAL TRUST CO | 21 24 28 50 51 68 | $558,008 | $558,008 |
| MORGAN STANLEY INVESTMENT MGMT LTD | 28 51 68 | $554,837 | $554,837 |
| HARDING LOEVNER LP | 28 51 68 | $552,623 | $552,623 |
| BROWN CAPITAL MANAGEMENT LLC | 28 51 | $518,763 | $518,763 |
| PACIFIC INVESTMENT MANAGEMENT CO | 28 51 | $353,473 | $353,473 |
| VULCAN VALUE PARTNERS | 28 51 68 | $349,577 | $349,577 |
| GOLDMAN SACHS ASSET MANAGEMENT | 28 51 56 | $335,423 | $335,423 |
| PUGH CAPITAL MANAGEMENT INC | 28 51 | $263,826 | $263,826 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $5,834,008,945 | $6,312,088,518 | 8.2% |
| Participants with a balance | 25,665 | 25,991 | 1.3% |
| Administrative expenses | $3,607,229 | $5,549,359 | 53.8% |
| Recordkeeping fees per participant | not reported | $81.83 | |
| Employer contributions | $106,486,530 | $113,781,904 | 6.9% |
Prior filing 20241011101821NAL0043303826001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: EXELON CORPORATION; SEC registrant: EXELON CORP (CIK 1109357, matched by EIN).